Defining a Characteristic for an Invoice Request

Prerequisites

To define a characteristic for an invoice request, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Invoice Request)

Procedure

To define a characteristic for an invoice request:

  1. Ensure that the Characteristics section is expanded when you are defining, editing, or copying an invoice request type.

    The Characteristics section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when the characteristic is effective for the invoice request. Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the invoice request.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Invoice Request.
    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the invoice request.
    Characteristic Value Used to specify the value for the characteristic type.
    Note:

    If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, you can search for a predefined characteristic value.

    On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.

    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the invoice request.
  2. Enter the required details in the Characteristics section.
  3. If you want to define more than one characteristic for the invoice request, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the invoice request, click the Delete (The Delete Icon) icon corresponding to the characteristic.
  4. Click Save.
    The characteristics are defined for the invoice request.

Related Topics

For more information on... See...
How to edit an invoice request Editing an Invoice Request